Easy Outsource
This is a remote position.
We are looking for aCold Caller / Lead Generation Specialistwith a proven track record in financial services to join our team. This role is ideal for a skilled cold caller and appointment setter with experience reaching out to financial professionals such as CPAs, lawyers, insurance agencies, and financial advisors. The VA will use a provided list of leads to generate interest, set appointments, and support business growth.
Key Responsibilities:
-
Cold Calling & Lead Generation:Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.
-
Appointment Setting:Successfully schedule appointments with qualified leads, following up as needed to maximize conversion rates.
-
Engage Prospective Clients:Effectively communicate the value of services to engage prospective clients and build rapport.
-
Lead Management:Keep accurate and organized records of calls, lead status, and follow-up actions.
-
Reporting:Provide regular updates on call metrics, lead quality, and conversion rates to management.
Must-Haves:
-
Expert Cold Caller:Demonstrated success in cold calling, with strong persuasion skills.
-
Appointment Setting Skills:Experience in scheduling appointments with high-quality leads in the financial services sector.
-
Financial Services Background:Understanding of the finance industry, including key roles and terminology.
-
Excellent Communication Skills:Clear, professional, and effective communication skills for engaging finance professionals.
-
Self-Motivated:Ability to work independently, meet call targets, and manage time effectively.
Qualifications:
-
Previous experience in lead generation and cold calling in financial services.
-
Strong organizational skills to manage lead lists and follow-up activities.
-
Proficiency with CRM or lead management software (preferred but not required).
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
More jobs at Easy Outsource
Keep exploring on Get A Job.ai
Not quite the right fit? Your next opportunity is a click away.
- Browse all jobs
- More jobs by category
- Remote jobs you can do from anywhere
- Research typical pay for this role
- Set a job alert so new matches reach you first
- Upload your resume to apply faster
Hiring instead? Post a job and reach candidates searching right now.